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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,259 | $100,792-25.3% | $86,691-13.2% | $134,509-44.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.09% | 29.08%-46.2pp | 35.94%-53.0pp | 418.13%-435.2pp |
| Employer contribution / active EE | $21,810 | $3,491+524.8% | $2,837+668.8% | $4,741+360.1% |
| Participant deferral / active EE | $40,500 | $5,339+658.6% | $4,656+769.8% | $6,400+532.8% |
| Admin fee / account holder | $214 | $10,924-98.0% | $7,492-97.1% | $11,427-98.1% |